Ulland Investment Advisors, LLC / SPY
Ulland Investment Advisors, LLC’s State Str Spdr S&P 500 Etf T Position
Does Ulland Investment Advisors, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes — 2.6K shares worth $2M (+1.43% of its 13F portfolio) as of Q1 2026, down from 2.7K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
2.6K
% of Portfolio
+1.43%
Quarters Held
18
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.6K | $2M | +1.43% |
| Q4 2025 | 2.7K | $2M | +1.45% |
| Q3 2025 | 2.9K | $2M | +1.44% |
| Q2 2025 | 3.1K | $2M | +1.47% |
| Q1 2025 | 4.8K | $3M | +2.27% |
| Q4 2024 | 5.4K | $3M | +2.01% |
| Q3 2024 | 3.6K | $2M | +1.53% |
| Q2 2024 | 2.8K | $2M | +1.07% |
| Q1 2024 | 2.9K | $1M | +1.19% |
| Q4 2023 | 2.9K | $1M | +1.38% |
| Q3 2023 | 2.7K | $1M | +1.29% |
| Q2 2023 | 2.7K | $1M | +1.24% |
| Q1 2023 | 2.8K | $1M | +1.34% |
| Q4 2022 | 3.0K | $1M | +1.38% |
| Q3 2022 | 3.8K | $1M | +1.49% |
| Q2 2022 | 3.8K | $1M | +1.48% |
| Q1 2022 | 4.1K | $2M | +1.39% |
| Q4 2021 | 4.8K | $2M | +1.45% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ulland Investment Advisors, LLC’s full portfolio or all institutional holders of SPY.